Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 46.47

-4.5%

Jan 30 9:30 AM EST

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To: robert b furman who wrote (186688)	1/18/2013 12:09:14 PM
From: Johnny Canuck	Read Replies (2) of 186894

Keep in mind being a fab for other manufacturers is a capital intensive and low margin business. Just look at the business models of TSM and UMC. INTC needs proprietary products of their own to grow revenues and keep margins high. You always get more money manufacturing your own designs. INTC probably won't see significant upside till they select a new CEO and he starts to articulate a new strategy to enter and grow in new markets. The flat revenue guidance was actual better than I expected given some of the data points coming out of the contract manufacturers like JBL.

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